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On CAPS, 95% of the 364 members who have rated Cosan believe the stock will outperform the S&P 500 going forward. These bulls include All-Star Matt8265, who is ranked in the top 10% of our community, and siempresuamor.

Earlier this year, Matt8265 tapped Cosan as a particularly sweet selection: "Seems logical that sugar is one of the last commodities to rocket. So many uses. 10B in sales, good agreement with Shell."

Over the next five years, in fact, Cosan is expected to grow its bottom line at a whopping rate of 53.9% annually. That's much faster than listed rival Bunge, as well as other ethanol plays like Archer-Daniels-Midland(NYSE: ADM) (7.8%) and Pacific Ethanol(NYSE: PEIX) (30%).

The US refuses to use energy efficient sugar to make ethanol, wastefully burning corn instead, creating an greater need for foreign ethanol than ever before. Ethanol gas percentages have been approved up to 15% from 10%. The lower gas mileage for all vehicles using it as fuel will increase the need for both imported gas and imported ethanol. Brazil will keep the largest relative world portion of ethanol production for many years. Their production process is at least 20 years ahead of the world. Cosan is the largest producer in Brazil. An easy pick!

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